Activities

The Activities feature allows recording structured information on a case in an Activity record. A case can have multiple activity records.

Site administrators typically enable this feature by displaying an Actions menu link called "Add Activity" (the name of the link is configurable), and an "Activity Log" that displays all the activity records on a case.

Additional options may be available when adding an activity to a case. Site administrators can configure the form to allow any of the following:

• Adding a timeslip.

• Adding a case note.

• Creating tasks, deadlines, and/or events using Activity Presets (video about Activities and Activity Presets).

Site administrators should see the Activities block page for more information.

Notes

• Activity records have a "Delete" option, which sets an Active flag on the record to No. This hides the record in the Activities list on a case, but does not delete the record, or any case note, timeslip, or other related record created as part of the Activity.